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CHYOX CMG Tactical Bond I

4 lower fee alternatives found

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Fund CHYOX CMG Tactical Bond I THHY VanEck Vectors Trs-Hdgd Hi Yld Bd ETF TUIFX Toews Unconstrained Income  
Similarity
?
100% 86% 86%
Annual Fees
?
$177.28
(1.74% Exp. Ratio)
$50.94
(0.50% Exp. Ratio)
$142.64
(1.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$10,335.74 $15,056.75 $11,464.27
Est. savings over 30 yrs +$4,721.01 +$1,128.53
Return
As of 12/31/16
1 YR RETURN 6.05%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.18%
3 YR 2.45%
5 YR --
10 YR --
1 YR RETURN 7.89%
3 YR 2.94%
5 YR --
10 YR --
Description
The investment seeks to generate total returns over a complete market cycle through capital appreciation and income. Under normal circumstances, the fund invests (long or short) at least 80% of its assets in bond instruments ("80% investment policy"), directly or by investing in other mutual funds or exchange traded funds ("ETFs") (collectively, "underlying funds") which invest primarily in high yield bonds and other high yield fixed income securities. It is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISä US Treasury-Hedged High Yield Bond Index (the "Treasury-Hedged High Yield Bond Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index was designed to provide exposure to below investment grade corporate bonds, denominated in U.S. dollars, and, through the use of U.S. Treasury notes, to hedge against rising interest rates.
The investment seeks to provide income and long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund will invest primarily in income-producing securities. Its adviser seeks to achieve the fund's primary investment objective by investing in: (1) exchange traded funds and open-end investment companies ("underlying funds"); (2) derivative instruments; (3) U.S. or foreign fixed-income securities; (4) preferred stocks; and (5) mortgage-related fixed income instruments of varying maturities. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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